Sales Support Associate I

Alliant Insurance is hiring a Sales Support Associate I for our Senior Market Sales office in Omaha, NE!

https://www.seniormarketsales.com/

POSITION HIGHLIGHTS - This role supports our insurance sales team with coordinating meetings with clients, CRM training, case management, and more!

In office Monday - Friday, 8420 W Dodge Rd, Omaha, NE

In office Monday - Thursday 7:30 AM - 4:30 PM, Friday 7:30 AM -2:00 PM
Working 1 late day on a rotation (4pm on Friday or until 6pm Monday - Thursday)

SUMMARY

Responsible for handling various administrative functions necessary for agents and agencies including the areas of marketing and sales administration, client meetings, new business enrollments and processing, compliance, IT support, and general administrative support for team needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Provides support for new and existing relationships

Acts as liaison within support teams for escalations related to new business, commissions, contracting, and technology platforms.

Provides marketing and CRM system training, administration and implementation.

Helps agents in website navigation, supply ordering, commission statements, and app status.

Confidentially handle client files, maintaining accurate records and security of files in alignment with compliance procedures and standards.

Resolves escalated agent concerns or issues.

Provides proactive outreach to existing agents for carrier items, level up qualifiers, certification calls, promotion of webinars, and co-op reimbursement process.

Acts as a resource to the team by sharing their knowledge of the different lines of business product types and answering questions as appropriate.

Manages proactive communications to TR including newsletter, vidyards, carrier bulletins, etc.

Expert on carrier processes and procedures.

Seek recruiting opportunities.

QUALIFICATIONS
EDUCATION / EXPERIENCE

High School Diploma or GED

Bachelor's Degree or an equivalent combination of education and work experience

One (1) or more years Administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office

Experience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment

Active Health & Life Insurance License

SKILLS

Knowledge of the general industry procedures, standards, systems, resources, practices and terminology

Knowledge of federal, state and local laws as well as industry regulations

Excellent written, and verbal communication and collaboration skills, capable of effectively engaging with diverse teams and stakeholders

Excellent analytical, problem solving, time management, and presentation skills

Excellent planning, organizational, and prioritization skills

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests

Ability to handle difficult and stressful situations with professional composure

Proficient in Microsoft Office Suite

#LI-MH1